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SMALLWOOD WEALTH MANAGEMENT

Tel: (732) 542-1565
199 Broad Street
Red Bank, New Jersey  07701

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SMALLWOOD WEALTH MANAGEMENT

SMALLWOOD WEALTH MANAGEMENT is a Red Bank, New Jersey based financial advisory firm with nearly $262,572,352 in assets under management and provides investment advisory services for 874 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

288663

SEC#:

801-110658

No. of Clients:

874

Assets under Management

$262,572,352

No. of Advisors:

8

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